Marvin Mokgatla

Marvin Mokgatla is a Wealth Manager with a passion for helping affluent individuals, families, professionals, and business owners build, preserve, and transition wealth across generations. With extensive experience gained across South Africa and Mauritius, he has advised clients in diverse financial markets and developed a global perspective on wealth creation, investment management, and long-term financial planning.

Having built his career within multinational financial institutions, Marvin has worked with clients whose financial lives extend beyond borders, giving him a deep understanding of international wealth structures, cross-border investments, and the increasingly sophisticated needs of globally connected investors. This international exposure has shaped his ability to provide strategic, forward-thinking advice that balances global opportunities with local market expertise.

Recognising the changing needs of today’s investors, Marvin made the strategic decision to join Aluma Capital as a Private Equity Specialist. His move was driven by a desire to provide his clients with access to alternative investment opportunities beyond traditional banking and wealth management solutions. By specialising in private equity, he is able to offer sophisticated investment strategies that complement conventional portfolios and help clients diversify their wealth through access to carefully selected private market opportunities.

Marvin holds a Bachelor of Commerce (BCom) in Investment Management and Banking from the University of the Free State and has further enhanced his expertise by earning the Certificate in Private Wealth Management from the Chartered Institute for Securities & Investment (CISI) in the United Kingdom. These internationally recognised qualifications reflect his commitment to delivering advice that meets global professional standards.

A firm believer in continuous learning, Marvin is currently completing postgraduate studies in Financial Planning, further strengthening his technical expertise in holistic wealth advice. Looking ahead, he aspires to obtain the prestigious Chartered Financial Analyst (CFA) designation and complete a Master of Business Administration (MBA), reinforcing his commitment to technical excellence, leadership, and innovation within the wealth management profession.

Today, Marvin combines his international experience, institutional wealth management background, and specialist knowledge of private markets to deliver comprehensive solutions that help clients build, protect, and transfer wealth with confidence. His advice is founded on integrity, professionalism, and a genuine commitment to creating long-term value for every client relationship.